Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.54T
1-Year Est. Return 22.88%
 

Morgan Stanley, founded in 1935 by Henry Sturgis Morgan and Harold Stanley as a spin-off from J.P. Morgan & Co., is a leading global financial services firm headquartered in New York City. Initially focused on investment banking, it has evolved into a diversified powerhouse offering wealth management, institutional securities, and asset management services, catering to corporations, governments, institutions, and high-net-worth individuals. With a strong presence in mergers and acquisitions, underwriting, and trading, Morgan Stanley manages billions in assets and is known for its sophisticated financial advisory services. The firm has adapted to modern markets by expanding its digital offerings and wealth management division, notably through its 2020 acquisition of E*TRADE, solidifying its position as a Wall Street titan.

This Quarter Est. Return
1 Year Est. Return
+22.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.54T
AUM Growth
+$136B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8,433
New
Increased
Reduced
Closed

Top Buys

1
+$1.78B
2
+$1.64B
3
+$1.27B
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.05B
5
COF icon
Capital One
COF
+$895M

Top Sells

1
+$2.92B
2
+$2.36B
3
+$1.95B
4
AAPL icon
Apple
AAPL
+$1.65B
5
BND icon
Vanguard Total Bond Market
BND
+$1.53B

Sector Composition

1 Technology 22.65%
2 Financials 11.56%
3 Consumer Discretionary 8.58%
4 Communication Services 7.3%
5 Healthcare 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FDRV icon
6351
Fidelity Electric Vehicles and Future Transportation ETF
FDRV
$30M
$27.8K ﹤0.01%
1,877
+4
QTTB icon
6352
Q32 Bio
QTTB
$26.6M
$27.8K ﹤0.01%
18,648
+3,991
PVL
6353
Permianville Royalty Trust
PVL
$58.7M
$27.8K ﹤0.01%
15,001
XCOR icon
6354
FundX ETF
XCOR
$172M
$27.7K ﹤0.01%
379
RFL icon
6355
Rafael Holdings
RFL
$65.2M
$27.7K ﹤0.01%
16,001
+9,629
DCOR icon
6356
Dimensional US Core Equity 1 ETF
DCOR
$2.11B
$27.7K ﹤0.01%
+414
ONCO icon
6357
Onconetix
ONCO
$4.18M
$27.7K ﹤0.01%
5,800
+5,799
STEX
6358
Streamex Corp
STEX
$152M
$27.6K ﹤0.01%
3,870
-790
AXR icon
6359
AMREP Corp
AXR
$109M
$27.6K ﹤0.01%
1,317
-518
NTRB icon
6360
Nutriband
NTRB
$67.8M
$27.5K ﹤0.01%
3,500
-49
BIYA
6361
Baiya International Group
BIYA
$7.61M
$27.5K ﹤0.01%
+37,477
NEWP
6362
New Pacific Metals
NEWP
$378M
$27.5K ﹤0.01%
20,508
-14,928
BHR.PRB
6363
Braemar Hotels & Resorts 5.50% Series B Preferred Stock
BHR.PRB
$56.3M
$27.5K ﹤0.01%
2,084
+643
QQQY icon
6364
Defiance Nasdaq 100 Enhanced Options Income ETF
QQQY
$182M
$27.5K ﹤0.01%
1,051
+400
TCHP icon
6365
T. Rowe Price Blue Chip Growth ETF
TCHP
$1.56B
$27.3K ﹤0.01%
602
-520
GRN icon
6366
iPath Series B Carbon Exchange-Traded Notes
GRN
$23.4M
$27.3K ﹤0.01%
1,000
OESX icon
6367
Orion Energy Systems
OESX
$33.9M
$27.3K ﹤0.01%
4,544
+1,695
PRSO icon
6368
Peraso
PRSO
$8.18M
$27.3K ﹤0.01%
25,000
LOOP icon
6369
Loop Industries
LOOP
$72.5M
$27.1K ﹤0.01%
19,081
-220
NBCM icon
6370
Neuberger Berman Commodity Strategy ETF
NBCM
$274M
$27.1K ﹤0.01%
1,216
IRD
6371
Opus Genetics
IRD
$116M
$26.9K ﹤0.01%
28,606
SPRO icon
6372
Spero Therapeutics
SPRO
$133M
$26.7K ﹤0.01%
9,221
+2,250
CTRM icon
6373
Castor Maritime
CTRM
$17.8M
$26.7K ﹤0.01%
12,466
+5,674
MOBX icon
6374
Mobix Labs
MOBX
$37.6M
$26.7K ﹤0.01%
34,833
-35,000
AVAL icon
6375
Grupo Aval
AVAL
$5.13B
$26.6K ﹤0.01%
9,464
+2,853
253 254
255
256 257